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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
251
Choreo LLC
Illinois
$1.46M +$326K +2,849 +27%
SWP
252
Stratos Wealth Partners
Ohio
$1.46M +$225K +1,971 +17%
MG
253
Mather Group
Illinois
$1.46M +$409K +3,581 +37%
HS
254
Huntington Steele
Pennsylvania
$1.41M +$186K +1,630 +15%
MIAN
255
Mariner Independent Advisor Network
Kansas
$1.37M -$268K -2,349 -16%
GH
256
GAM Holding
Switzerland
$1.36M -$26.4K -231 -2%
HT
257
Hefren-Tillotson
Pennsylvania
$1.35M +$67.9K +594 +5%
RIM
258
Redwood Investment Management
Arizona
$1.35M +$1.41M +12,314 New
WT
259
Whittier Trust
California
$1.34M – – –
BS
260
Banco Santander
Spain
$1.33M +$1.39M +12,200 New
EIA
261
Eldridge Investment Advisors
New Hampshire
$1.33M -$140K -1,226 -9%
OC
262
Oppenheimer & Co
New York
$1.3M -$65.3K -571 -5%
APCM
263
Alaska Permanent Capital Management
Alaska
$1.28M – – –
GFPC
264
Global Financial Private Capital
Florida
$1.28M -$16.9K -148 -1%
UAS
265
United Asset Strategies
New York
$1.27M +$210K +1,840 +19%
HB
266
Homrich & Berg
Georgia
$1.23M -$9.48K -83 -0.7%
NA
267
NewEdge Advisors
Louisiana
$1.23M -$66.3K -580 -5%
AW
268
ACG Wealth
Georgia
$1.23M +$26.1K +228 +2%
AWP
269
Ascent Wealth Partners
New York
$1.23M -$11.9K -104 -0.9%
PCG
270
Private Capital Group
Connecticut
$1.22M +$74.6K +653 +6%
RBC
271
Roble Belko & Company
Pennsylvania
$1.2M – – –
MSA
272
Marino Stram & Associates
Massachusetts
$1.19M -$20.9K -183 -2%
MAS
273
Managed Account Services
Florida
$1.16M -$6.63K -58 -0.5%
IWP
274
Icon Wealth Partners
Texas
$1.15M +$358K +3,131 +42%
FMII
275
Farmers & Merchants Investments Inc
Nebraska
$1.15M -$1.71K -15 -0.1%
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